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INACTIVE - Employees, Sales Teams, etc.

edited Nov 22, 2019 10:27AM in CRM 1 comment

I have Employee records and old Sales Team records checked as INACTIVE.

Is there a way to make them NOT show up in drop-down lists when I'm trying to assign things. Examples include:

- Assigning a Lead / Customer Record to a Sales Rep or Sales Team.
- Mass Updates
- Choices for adding to the Sales Team tab (at the employee level)

I need to be able to make these people completely invisible from any future choices. They are no longer with the company and I need to be able to ensure that people don't EVER use them in the future.

INACTIVE checkbox doesn't work...Please help!

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